+228.5%
GII vs VOO
+798.5%
-570.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | +0.2% |
| 7D | +0.9% | +0.1% | +0.9% | +0.8% |
| 30D | +6.2% | -3.3% | +9.6% | +8.7% |
| 3M | +0.8% | -2.4% | +3.2% | +2.4% |
| 6M | +0.7% | +2.6% | -1.9% | -1.7% |
| YTD | +9.7% | +11.3% | -1.6% | +0.6% |
| 1Y | +11.1% | +13.4% | -2.3% | +0.3% |
| 3Y | +73.3% | +80.3% | -7.0% | +7.4% |
| 5Y | +66.1% | +72.7% | -6.6% | +5.1% |
| 10Y | +135.9% | +310.0% | -174.2% | -27.1% |
| All | +228.5% | +798.5% | -570.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling